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Compare Hubly and Redtail Technology 
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At a Glance
Market Segments
Small-Business (100.0% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
Hubly
Star Rating
(10)4.9 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about HublyRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in its Quality of Support with a score of 8.8, while Hubly achieves a perfect score of 10.0, indicating that Hubly's support is consistently rated as exceptional by its users.
- Reviewers mention that Hubly shines in Automation features, scoring 9.0 compared to Redtail's 7.5. Users appreciate Hubly's ability to streamline processes, making it easier to manage tasks without manual intervention.
- G2 users highlight that Hubly's Dashboard functionality is rated at 9.7, significantly higher than Redtail's 8.3. This suggests that Hubly provides a more intuitive and visually appealing interface for tracking metrics and performance.
- Users on G2 report that Redtail Technology has a strong Customer Support Portal with a score of 8.4, but Hubly's score of 9.7 indicates a more comprehensive and user-friendly support experience, making it easier for users to find solutions.
- Reviewers say that Hubly's Task Management features are particularly robust, scoring 9.7, while Redtail's score of 8.8 shows it is still effective but not as advanced. Users appreciate the ease of organizing and prioritizing tasks in Hubly.
- Users report that Redtail Technology has a solid Pre-Built Connectors feature with a score of 8.0, but Hubly's 8.6 indicates a better range of integrations, allowing for more seamless connectivity with other tools and platforms.
Pricing
Entry-Level Pricing
Hubly
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Hubly
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
9.5
7
8.6
181
Ease of Use
9.4
8
8.6
185
Ease of Setup
Not enough data
8.5
97
Ease of Admin
Not enough data
8.8
60
Quality of Support
10.0
7
8.8
171
Has the product been a good partner in doing business?
Not enough data
9.0
62
Product Direction (% positive)
10.0
8
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
9.0
7
7.2
105
Platform Additional Functionality
8.6
6
7.5
93
9.7
6
8.6
114
Not enough data
7.9
95
8.9
6
7.6
100
6.7
6
6.6
80
Platform Reporting and Analytics
Not enough data
8.1
91
Not enough data
6.9
78
Customer Support
9.7
5
8.4
96
9.7
5
8.0
98
8.9
6
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
7.7
5
6.9
83
9.7
6
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Hubly and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Hubly has no unique categories
Reviews
Reviewers' Company Size
Hubly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
100.0%
‐
‐
‐
‐
Other
0.0%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
Hubly has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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